Union Savings Bank’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
16,032
-760
| -5% | -$40K | 0.39% | 51 |
|
|
2025
Q1 | $879K | Hold |
16,792
| – | – | 0.43% | 48 |
|
|
2024
Q4 | $868K | Buy |
16,792
+8,167
| +95% | +$422K | 0.43% | 51 |
|
|
2024
Q3 | $454K | Hold |
8,625
| – | – | 0.22% | 84 |
|
|
2024
Q2 | $442K | Sell |
8,625
-325
| -4% | -$16.7K | 0.23% | 85 |
|
|
2024
Q1 | $459K | Sell |
8,950
-165
| -2% | -$8.46K | 0.24% | 84 |
|
|
2023
Q4 | $467K | Sell |
9,115
-2,286
| -20% | -$117K | 0.27% | 80 |
|
|
2023
Q3 | $568K | Hold |
11,401
| – | – | 0.35% | 70 |
|
|
2023
Q2 | $574K | Buy |
+11,401
| New | +$574K | 0.34% | 69 |
|